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SCWFX vs WAGOX
SCWFX vs WAGOX Comparison
Open Charts SCWFX vs WAGOX
American Funds SMALLCAP World F1
Price$68.52
Change-$1.09 (-1.57%)
VolumeN/A
Net Assets75.47B
Wasatch Global Opportunities Investor
Price$4.28
Change-$0.08 (-1.83%)
VolumeN/A
Net Assets203.44M
SCWFX vs WAGOX Comparison Chart
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SCWFX vs. WAGOX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SCWFX is a StrongBuy and WAGOX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 75.5B vs. WAGOX (203M). SCWFX pays higher dividends than WAGOX: SCWFX (0.54) vs WAGOX (0.00). SCWFX was incepted earlier than WAGOX: SCWFX (24 years) vs WAGOX (17 years). WAGOX (1.50) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. WAGOX (30.00). SCWFX has a lower initial minimum investment than WAGOX: SCWFX (250) vs WAGOX (2000). SCWFX annual gain was more profitable for investors over the last year : 4.76 vs. WAGOX (0.23). WAGOX return over 5 years is better than : 25.22 vs. SCWFX (21.66).
| SCWFX | WAGOX | SCWFX / WAGOX | |
| Total Expense Ratio | 1.08 | 1.50 | 72% |
| Annual Report Gross Expense Ratio | 1.08 | 1.50 | 72% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.402 | -0.465 | -731% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 203M | 37,192% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 4.76 | 0.23 | 2,033% |
| Returns for 3 years | 29.98 | 22.29 | 135% |
| Returns for 5 years | 21.66 | 25.22 | 86% |
| Returns for 10 years | 37.68 | 10.68 | 353% |
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